See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,035 | $138,044+86.9% | $125,339+105.9% | $134,475+91.9% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -17.03% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,870 | $5,243-26.2% | $4,814-19.6% | $4,740-18.4% |
| Participant deferral / active EE | $11,095 | $7,799+42.3% | $7,446+49.0% | $6,400+73.4% |
| Admin fee / account holder | $71,439 | $11,571+517.4% | $10,010+613.7% | $11,426+525.2% |